Electronic Document Storage for Dynamics 365 Business Central
Save time and storage costs by electronically archiving documents against Business Central records with Document Receiving+. Use the simple "Drag and Drop" functionality and direct document scanning to archive a document against the record. Set up rules for storing different types of documents in specific locations in Business Central, on a file storage or on your SharePoint Intranet.
Benefits of Document Receiving
| For Customers | For Partners |
| Fully integrated with Microsoft Dynamics 365 Business Central - Certified for Microsoft Dynamics | Fully integrated with Microsoft Dynamics 365 Business Central - Certified for Microsoft Dynamics |
| Proven to save time and to stop the loss of documents by automatically filing them in the right location | Off the shelf tool to provide your existing and new customers with key functionality |
| Follows the Business Central record as it is processed eg. from order to invoice etc. | Support with first installation |
| Integrates with Business Central CRM to produce Interactions | Easy installation and setup |
Demonstration
Watch the demonstration video to learn how Document Receiving can help you manage incoming documents.
Taking advantage of the latest technologies, the Add-on provides a simple user interface. Users can drag and drop electronic documents, including emails onto the Document Receiving+ area.
Filed documents can be stored in Business Central, or on SharePoint.
Document Receiving is especially beneficial for companies that receive large volumes of paper documentation or companies that need tools to quickly process electronic documentation whilst maintaining document traceability.
Features
- Drag and drop files on to records using the special Fact Box
- Automatically store files in the Business Central database, or on SharePoint (Including Office 365)
- Store documents with SharePoint tags
- Document links follow documents through the process, e.g. turning quotes into orders then invoice
- Integration with Sales, Purchasing, Warehouse, HR, Jobs and CRM
- Ability to Email and save the stored files
- Send received documents with document sending automatically, using the related attachments feature of Document Sending
- Store emails and attachments directly from Microsoft Outlook
Document Receiving+ Functionality
| Feature | Document Receiving+ |
|---|---|
| Electronic document processing including emails | 🗸 |
| Document storage to Dynamics 365 Business Central | 🗸 |
| Document approval enhancements: links to Dynamics 365 Business Central documents included in approval emails | 🗸 |
| Maintain document traceability during posting | 🗸 |
| Preview documents in Dynamics 365 Business Central (i.e. PDFs, pictures, HTMLs) or open them from Business Central with the appropriate third party software (i.e. Adobe Reader) | 🗸 |
| Document Storage to SharePoint: automatic metadata population, document assignment to libraries, and parameterised file name | 🗸 |
| Link to Document Sending - attached documents can be resent with our document sending solution | 🗸 |
| Advanced Document Search & Export | 🗸 |